Focused Wealth Management’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History

Focused Wealth Management’s Portfolio RESE Stock Details RESE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-117	Closed	-$3.42K	–	1051
2023 Q4	$3.42K	Sell	117 -206	-64%	-$5.68K	﹤0.01%	712
2023 Q3	$8.73K	Hold	323	–	–	﹤0.01%	550
2023 Q2	$9.18K	Hold	323	–	–	﹤0.01%	559
2023 Q1	$9.06K	Buy	323 +79	+32%	+$2.24K	﹤0.01%	556
2022 Q4	$6.64K	Buy	244 +182	+294%	+$4.81K	﹤0.01%	596
2022 Q3	$2K	Buy	+62	New	+$1.72K	﹤0.01%	794

Focused Wealth Management's RESE Position: Q1 2024 in Review

Focused Wealth Management sold out of WisdomTree Emerging Markets ESG Fund (RESE) in Q1 2024, closing a stake of 117 shares — an estimated $3.42K sold.

Focused Wealth Management first reported a position in RESE in Q3 2022 and held it in 6 quarters. The position peaked at $9.18K in Q2 2023. 0 funds tracked by Wall St. Rank hold RESE as of Q1 2024.

Focused Wealth Management reported no remaining WisdomTree Emerging Markets ESG Fund position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 117 WisdomTree Emerging Markets ESG Fund shares in Q1 2024, an estimated $3.42K.
Focused Wealth Management first reported a position in WisdomTree Emerging Markets ESG Fund in Q3 2022 and held it in 6 quarters.
Focused Wealth Management's WisdomTree Emerging Markets ESG Fund position peaked at $9.18K in Q2 2023.
0 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ESG Fund as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.